See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,929 | $83,902-28.6% | $167,512-64.2% | $84,808-29.3% |
| Participation rate | 34.0% | 66.5%-32.4pp | 77.1%-43.0pp | 68.3%-34.3pp |
| Annual return | 18.81% | 91.55%-72.7pp | 1615.79%-1597.0pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,554 | $2,264+12.8% | $3,882-34.2% | $2,631-2.9% |
| Participant deferral / active EE | $2,324 | $4,442-47.7% | $6,405-63.7% | $4,212-44.8% |
| Admin fee / account holder | $1,834 | $7,915-76.8% | $9,769-81.2% | $7,344-75.0% |